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Pre-Made Reports in Apto

Available Report Folders

Below is a snapshot of the most commonly used reports in each report folder. There are more available, so be sure to take a longer look around to familiarize yourself. As a note, all reports are customizable at the system administrator level and at the broker level, if the system administrator places the report in one of the following publicly available report folders.

Assignment

Listings Report -- A report that displays listings over a period of time, their status and listing details.

Marketing Update Report -- What is my marketing activity on all listings? Use to drill down to specific listings or specific marketing phases.

Back Office Reports

Accounts Receivable and Payable

Receivable by Broker

Receivable by Company

Receivable by Week

Payable by Broker (Commissions Payable)

Broker Net on Amount Received

Invoices -- Paid QTD/YTD, Outstanding

Other

Estimated vs Actual Brokerage Net

Business Planning - Team

Calls by Broker

Commissions by Pipeline Stage

My Team's Pipeline -- by Broker and by Stage

My Team’s Closed Deals

Company Commission Accounting

Various Commission Reports -- Processed, Collected, by Type

Comps

Comp Analysis -- Cap rates, cash on cash, occupancy rates, etc.

Lease Comps -- Lease expirations by date range

Sales by Broker -- by calendar year (current and previous), by quarter